Jen P.

CEO of Ac Wealth @Ac Wealth Aberdein Considine Wealth Ltd

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

CEO of Ac Wealth @Ac Wealth Aberdein Considine Wealth Ltd

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Scotland, GB

AC Wealth | CEOAC Wealth is a Scottish financial planning firm with over four decades of experience, built on a simple principle: financial expertise you can count on, with transparent fees and whole of market advice.As CEO, I lead the business across strategy, growth, client experience and culture. My focus is on building a firm that delivers real outcomes for clients, Scottish families and business owners who want clarity, confidence and a plan they can actually live by.Day to day that means leading a talented team of independent financial planners, driving the commercial performance of the business, and constantly asking how we can do things better, whether that’s through technology, process or the way we have conversations with clients.We work with individuals, families and businesses across Scotland, with offices in Peterhead, Ellon, Inverurie, Banchory, Westhill, Aberdeen, Stonehaven, Perth, Stirling, Edinburgh and Glasgow.We are growing, and we are doing it the right way, by putting people first, investing in our team and staying curious about where financial services is heading.If you are a Scottish family or business owner who wants to have a proper conversation about your financial future, my team would love to hear from you.If you are a leader, innovator or builder in financial services or fintech and want to connect, the door is open.

EDUCATION

1994 — 1998

Glasgow Caledonian University

BSc Physiotherapy, Physiotherapy

SKILLS

LeadershipChange ManagementNew Business DevelopmentMarketingStrategic PlanningPeople ManagementBusiness StrategyFinance and Accounting SkillsManagementBusiness PlanningStakeholder ManagementPublic RelationsSalesEntrepreneurialSales ManagementBusiness AnalysisBankingCommunication SkillsInnovation SkillsStrategic SellingTime ManagementBusiness DevelopmentFinancial ServicesGoal SettingPublic SpeakingNetworkingTreasury ManagementFinancial AcumenCustomer and User RelationshipsDigital MarketingExecutive BoardInformation TechnologyMicrosoft Office SkillsProject ManagementRecruitingRelationship ManagementSoftware ManagementContact Centre Management

ABOUT JEN P.

I’ve spent my career doing one thing: helping people and businesses make better decisions. From physiotherapy to IT, finance and the not-for-profit sector, every role has been about understanding what people really need and delivering it.As CEO of AC Wealth, I lead a team of financial planners who work with Scottish families and business owners to bring genuine clarity to their financial lives. The work matters and I care deeply about doing it well.But I’m also fascinated by what’s coming next. Technology and data are reshaping how financial advice is delivered, faster than most firms are ready for. I want to be at the front of that change, not catching up with it.My background spans leadership, transformation and growth across financial services. I’ve built teams, driven change, managed P&L and navigated the kind of complexity that only comes with running a business through real market conditions.If you’re building something interesting in financial services, fintech or client experience, or if you just want to compare notes on where the industry is heading, I would love to connect. Based in ScotlandLeadership & Strategy · Business Transformation · Financial Services · Fintech & Innovation · P&L Management · Client Experience

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